Institute for Wealth Management, LLC. Q4 2025 Filing

Filed January 27, 2026

Portfolio Value

$943.8M

Holdings

538

Report Date

Q4 2025

Filing Type

13F-HR

All Holdings (538 positions)

#	Stock	Shares	Value	% Portfolio
101	TRVCCITIGROUP INC	17,242	$2.0M	0.21%
102	VONVVANGUARD SCOTTSDALE FDS	21,574	$2.0M	0.21%
103	WMWASTE MGMT INC DEL	9,051	$2.0M	0.21%
104	XHBSPDR SERIES TRUST	19,192	$2.0M	0.21%
105	QUALISHARES TR	9,915	$2.0M	0.21%
106	VOTVANGUARD INDEX FDS	7,003	$2.0M	0.21%
107	MPCMARATHON PETE CORP	11,791	$1.9M	0.20%
108	SPHQINVESCO EXCHANGE TRADED FD T	25,112	$1.9M	0.20%
109	VTVVANGUARD INDEX FDS	9,867	$1.9M	0.20%
110	CPCANADIAN PACIFIC KANSAS CITY	25,466	$1.9M	0.20%
111	ARESARES MANAGEMENT CORPORATION	11,556	$1.9M	0.20%
112	MRVLMARVELL TECHNOLOGY INC	21,851	$1.9M	0.20%
113	HWMHOWMET AEROSPACE INC	8,961	$1.8M	0.19%
114	NETCLOUDFLARE INC	9,317	$1.8M	0.19%
115	IHIISHARES TR	29,278	$1.8M	0.19%
116	IVVISHARES TR	2,650	$1.8M	0.19%
117	CVXCHEVRON CORP NEW	11,548	$1.8M	0.19%
118	JOEST JOE CO	29,450	$1.7M	0.19%
119	XYLDGLOBAL X FDS	42,428	$1.7M	0.18%
120	GEVGE VERNOVA INC	2,638	$1.7M	0.18%
121	PBEINVESCO EXCHANGE TRADED FD T	20,268	$1.7M	0.18%
122	VOXVANGUARD WORLD FD	8,597	$1.7M	0.18%
123	HDHOME DEPOT INC	4,813	$1.7M	0.18%
124	VFHVANGUARD WORLD FD	12,369	$1.7M	0.17%
125	VONGVANGUARD SCOTTSDALE FDS	13,426	$1.6M	0.17%
126	VTIVANGUARD INDEX FDS	4,772	$1.6M	0.17%
127	GRNYTIDAL TRUST I	63,992	$1.6M	0.17%
128	CSDINVESCO EXCHANGE TRADED FD T	15,801	$1.6M	0.17%
129	MUMICRON TECHNOLOGY INC	5,510	$1.6M	0.17%
130	JOETVIRTUS ETF TR II	36,851	$1.5M	0.16%
131	VCRVANGUARD WORLD FD	3,847	$1.5M	0.16%
132	EBAEBAY INC.	17,319	$1.5M	0.16%
133	SHOPSHOPIFY INC	9,325	$1.5M	0.16%
134	IVWISHARES TR	12,122	$1.5M	0.16%
135	TRVTRAVELERS COMPANIES INC	5,111	$1.5M	0.16%
136	XSMOINVESCO EXCHANGE TRADED FD T	20,546	$1.5M	0.16%
137	GQ9SPDR GOLD TR	3,708	$1.5M	0.16%
138	VRTXVERTEX PHARMACEUTICALS INC	3,215	$1.5M	0.15%
139	PHMPULTE GROUP INC	12,402	$1.5M	0.15%
140	JEPIJ P MORGAN EXCHANGE TRADED F	25,293	$1.4M	0.15%
141	MARMARRIOTT INTL INC NEW	4,658	$1.4M	0.15%
142	EWJISHARES INC	17,842	$1.4M	0.15%
143	VNQVANGUARD INDEX FDS	16,246	$1.4M	0.15%
144	XNTKSPDR SERIES TRUST	5,110	$1.4M	0.15%
145	BBHVANECK ETF TRUST	7,473	$1.4M	0.15%
146	VIGVANGUARD SPECIALIZED FUNDS	6,324	$1.4M	0.15%
147	ITOTISHARES TR	9,263	$1.4M	0.15%
148	ISRGINTUITIVE SURGICAL INC	2,421	$1.4M	0.15%
149	CSCOCISCO SYS INC	17,759	$1.4M	0.14%
150	NKENIKE INC	21,286	$1.4M	0.14%
151	FICOFAIR ISAAC CORP	798	$1.3M	0.14%
152	FVDFIRST TR EXCHANGE-TRADED FD	29,232	$1.3M	0.14%
153	LNGCHENIERE ENERGY INC	6,885	$1.3M	0.14%
154	IJRISHARES TR	11,066	$1.3M	0.14%
155	EOGEOG RES INC	12,645	$1.3M	0.14%
156	AIGAMERICAN INTL GROUP INC	15,497	$1.3M	0.14%
157	AORISHARES TR	20,175	$1.3M	0.14%
158	KKRKKR & CO INC	10,260	$1.3M	0.14%
159	XLCSELECT SECTOR SPDR TR	11,014	$1.3M	0.14%
160	PJPINVESCO EXCHANGE TRADED FD T	12,159	$1.3M	0.13%
161	XYZBLOCK INC	19,481	$1.3M	0.13%
162	MGKVANGUARD WORLD FD	3,071	$1.3M	0.13%
163	XLYSELECT SECTOR SPDR TR	10,312	$1.2M	0.13%
164	DFASDIMENSIONAL ETF TRUST	17,625	$1.2M	0.13%
165	VSSVANGUARD INTL EQUITY INDEX F	8,467	$1.2M	0.13%
166	LMTLOCKHEED MARTIN CORP	2,472	$1.2M	0.13%
167	XBISPDR SERIES TRUST	9,784	$1.2M	0.13%
168	DXJWISDOMTREE TR	8,240	$1.2M	0.13%
169	CMICUMMINS INC	2,318	$1.2M	0.13%
170	SPGIS&P GLOBAL INC	2,257	$1.2M	0.12%
171	UNPUNION PAC CORP	4,974	$1.1M	0.12%
172	SHWSHERWIN WILLIAMS CO	3,520	$1.1M	0.12%
173	HCAHCA HEALTHCARE INC	2,435	$1.1M	0.12%
174	MCOMOODYS CORP	2,215	$1.1M	0.12%
175	BABAALIBABA GROUP HLDG LTD	7,654	$1.1M	0.12%
176	BMYBRISTOL-MYERS SQUIBB CO	20,451	$1.1M	0.12%
177	SCHWSCHWAB CHARLES CORP	11,031	$1.1M	0.12%
178	VGKVANGUARD INTL EQUITY INDEX F	13,140	$1.1M	0.12%
179	KVUEKENVUE INC	63,374	$1.1M	0.12%
180	PIDINVESCO EXCHANGE TRADED FD T	49,427	$1.1M	0.12%
181	UNHUNITEDHEALTH GROUP INC	3,263	$1.1M	0.11%
182	TJXTJX COS INC NEW	6,975	$1.1M	0.11%
183	TAT&T INC	42,829	$1.1M	0.11%
184	CSGPCOSTAR GROUP INC	15,656	$1.1M	0.11%
185	IBMINTERNATIONAL BUSINESS MACHS	3,546	$1.1M	0.11%
186	CITHE CIGNA GROUP	3,815	$1.1M	0.11%
187	LVLNSPDR SERIES TRUST	16,051	$1.0M	0.11%
188	PGPROCTER AND GAMBLE CO	7,202	$1.0M	0.11%
189	PRFZINVESCO EXCHANGE TRADED FD T	22,440	$1.0M	0.11%
190	MRKMERCK & CO INC	9,566	$1.0M	0.11%
191	MSCIMSCI INC	1,727	$990K	0.10%
192	ELVELEVANCE HEALTH INC FORMERLY	2,823	$989K	0.10%
193	MCKMCKESSON CORP	1,205	$988K	0.10%
194	COPCONOCOPHILLIPS	10,482	$981K	0.10%
195	DTDWISDOMTREE TR	11,478	$974K	0.10%
196	HQYHEALTHEQUITY INC	10,616	$972K	0.10%
197	RBLXROBLOX CORP	11,989	$971K	0.10%
198	PRUPRUDENTIAL FINL INC	8,549	$965K	0.10%
199	ABTABBOTT LABS	7,666	$960K	0.10%
200	IHEISHARES TR	11,273	$956K	0.10%

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